Altura Centers For Health 401(K) Plan — Form 5500 plan (Altura Centers For Health)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Altura Centers For Health 401(K) Plan is a benefit plan reported by Altura Centers For Health under EIN 77-0465378 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $14,889,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altura Centers For Health
- EIN
- 77-0465378
- Plan number
- 001
- Plan type
- 2
- Location
- Tulare, CA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $14,889,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20250415113909NAL0003222321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,889,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,889,501
- Net assets (BOY)
- $12,023,231
Income & contributions
- Employer contributions
- $583,784
- Participant contributions
- $1,065,294
- Total contributions
- $1,908,841
- Total income / additions
- $3,698,466
Expenses & distributions
- Benefits paid
- $740,228
- Administrative expenses
- $91,968
- Total expenses
- $832,196
- Net increase / (decrease)
- $2,866,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newleaf Wealth Management, LLC | INVESTMENT ADVISOR | $50,922 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,305 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altura Centers For Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tulare, CA
- Newleaf Wealth Management, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation